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EB
CFP · ChFC
EB
CFP · ChFC

Edward Bayarski

LPL Financial LLC
51 Years of Experience
Bonita Springs, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Edward Bayarski is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Bonita Springs, FL, with 51 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9220 Bonita Bch Rd Ste 200-12, Bonita Springs, FL, 34135

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edward is the president and owner of Strategic Wealth Planning, Inc. and Strategic Tax Planning, Inc. He also sells fixed insurance, dedicating about 10% of his time to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2025 - Present · 11 mos
LPL Financial LLC
November 2025 - Present · 11 mos
Previous Registrations
Commonwealth Financial NetworkBroker
November 2011 - November 2025 · 14 yrs
Commonwealth Financial Network
November 2011 - November 2025 · 14 yrs
Ameriprise Financial Services, INC.Broker
March 2011 - November 2011 · 8 mos
Ameriprise Financial Services, INC.
March 2011 - November 2011 · 8 mos
LPL Financial LLCBroker
August 2006 - April 2011 · 4 yrs 8 mos
LPL Financial LLC
August 2006 - April 2011 · 4 yrs 8 mos
Raymond James Financial Services
March 2003 - August 2006 · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2003 - August 2006 · 3 yrs 6 mos
1717 Capital Management Company
May 2002 - February 2003 · 9 mos
1717 Capital Management CompanyBroker
April 2001 - February 2003 · 1 yr 10 mos
Nathan & Lewis Securities, INC.Broker
September 1998 - April 2001 · 2 yrs 7 mos
First Montauk Securities CORP.Broker
June 1995 - September 1998 · 3 yrs 3 mos
New England SecuritiesBroker
April 1993 - June 1995 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1984 - April 1993 · 8 yrs 4 mos
Shearson Lehman/american Express INC.Broker
January 1976 - October 1984 · 8 yrs 9 mos
J. W. Weller & CO., INC.Broker
September 1974 - March 1976 · 1 yr 6 mos
State Registrations13 states
CAFLGAMAMDMONCNJNVNYPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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